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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,553 | $135,956-73.1% | $123,894-70.5% | $273,972-86.7% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 4.30% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,287 | $6,343-79.7% | $5,984-78.5% | $5,287-75.7% |
| Admin fee / account holder | $12,814 | $9,817+30.5% | $8,357+53.3% | $10,133+26.5% |